Using the hierarchy search

If your hierarchy assignment gives you access to more than one employer, you can select the hierarchy level you want to work with member data, user data, security profiles, reports, or event history My Care Card. The following rules apply when working with the Select Hierarchy fields.

The Select Hierarchy fields appear on the following My Care Card pages:

• Member Search

• Search Substantiations

• Transaction Detail Report Criteria

• Participant Balance Detail Report Criteria

• Card Status Report Criteria

• Event History

• Search for User

• Security Profile Groups

• Substantiation Notice History

• Search for Healthcare Options

  Note: The Select Hierarchy fields are optional on the Security Profile Groups page.

In the Select Hierarchy section of these pages, you see the hierarchy fields that correspond to your hierarchy assignment. The following fields can appear in this section depending on your hierarchy assignment.

• Client-
  This list is displayed for Super-users. Use this list to select a bank.

• Aggregator-
  This field is displayed for Bank users and Super-users who administrate multiple Aggregator-level organizations. Use this field to enter the name or ID of a Aggregator.

• TPA-
  This field is displayed for Bank users, Super-users, and Aggregator users that who administrate multiple TPA organizations. Use this field to enter the name or ID of a TPA organization.

• Employer-
  This field is displayed for Bank users, Super-users, Aggregator users, and TPAs who work with multiple employers. Use this field to enter the name or ID of an employer.

Note: The Select Hierarchy fields that do not apply to your hierarchy assignment do not display on the page. That means, if your user ID only has access to a single employer, the Select Hierarchy fields do not appear.

If you see multiple Select Hierarchy fields, you do not need to enter values in every Select Hierarchy field on the page. A red asterisk ( * ) displays next to the highest level field My Care Card requires you to use before you can search for data. When you are not required to make a hierarchy selection, the red asterisk does not appear.

The Aggregator, TPA, and Employer fields have an auto-suggest feature which help you find the desired hierarchy level by entering part of the name or ID for the hierarchy location.

• After you enter the first letter of the hierarchy location name, My Care Card displays a list of employers in your hierarchy that match the partial name that you enter. For example, if you enter 'FED' My Care Card would display FED CORPORATION, FEDRICKSVILLE HOSPITAL, and FEDERAL INSURANCE in the list.

  Note: If the hierarchy name begins with a digit (for example 1st National Health), the auto-suggest feature does not appear until you enter the second character of the hierarchy name.

• After you enter the first number of the Aggregator ID, My Care Card displays a list of employers in your hierarchy that match the partial Aggregator ID that you enter.

• Select the hierarchy location from the auto-suggest list. My Care Card selects the employer and you can work with the employer's data.

Once you make a hierarchy selection, My Care Card automatically selects that employer for you as you navigate from page to page. You can change the employer selection at any time.